Personal Finance Prospecting Form
1. Download spreadsheet by clicking on the button below.
2. Follow instructions to update your personal finance data.
3. E-mail the sheet to Manish@MyFinanceJournal.OnMicrosoft.com
4. Schedule a Complementary Coaching Session to review model of your Personal Finance data.
NOTE: You need to complete data in the Green colored tables for your first session. We will jointly fill up the blue tables during the session.